TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.07M
3 +$862K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$442K

Top Sells

1 +$1.44M
2 +$1.27M
3 +$744K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$656K
5
GS icon
Goldman Sachs
GS
+$529K

Sector Composition

1 Technology 7.22%
2 Healthcare 3.7%
3 Financials 3.01%
4 Real Estate 2.07%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$5K ﹤0.01%
118
627
$5K ﹤0.01%
22
628
$5K ﹤0.01%
77
629
$5K ﹤0.01%
79
630
$5K ﹤0.01%
35
631
$5K ﹤0.01%
122
632
$5K ﹤0.01%
126
633
$5K ﹤0.01%
19
634
$5K ﹤0.01%
73
635
$5K ﹤0.01%
100
636
$5K ﹤0.01%
128
637
$5K ﹤0.01%
190
638
$5K ﹤0.01%
30
639
$5K ﹤0.01%
23
640
$5K ﹤0.01%
63
641
$5K ﹤0.01%
37
642
$5K ﹤0.01%
78
643
$5K ﹤0.01%
29
644
$5K ﹤0.01%
15
645
$5K ﹤0.01%
27
646
$5K ﹤0.01%
228
647
$5K ﹤0.01%
168
648
$5K ﹤0.01%
26
649
$5K ﹤0.01%
69
650
$5K ﹤0.01%
102